Boomfish Wealth Group’s Lockheed Martin LMT Stock Holding History

Boomfish Wealth Group’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.93M	Buy	5,748 +19	+0.3%	+$10.4K	1.27%	27
2026 Q2	$2.92M	Buy	5,729 +305	+6%	+$165K	1.33%	26
2026 Q1	$3.28M	Sell	5,424 -309	-5%	-$190K	1.75%	14
2025 Q4	$2.77M	Sell	5,733 -4	-0.1%	-$1.91K	1.48%	26
2025 Q3	$2.86M	Buy	5,737 +367	+7%	+$167K	1.54%	25
2025 Q2	$2.49M	Buy	5,370 +149	+3%	+$69.7K	1.44%	29
2025 Q1	$2.33M	Buy	5,221 +273	+6%	+$126K	1.51%	30
2024 Q4	$2.4M	Buy	4,948 +224	+5%	+$122K	1.46%	22
2024 Q3	$2.76M	Sell	4,724 -337	-7%	-$181K	1.69%	15
2024 Q2	$2.36M	Sell	5,061 -38	-0.7%	-$17.6K	1.53%	25
2024 Q1	$2.32M	Buy	5,099 +461	+10%	+$202K	1.56%	22
2023 Q4	$2.1M	Buy	+4,638	New	+$2.05M	1.52%	29

Other funds holding LMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Boomfish Wealth Group's LMT Position: Q3 2026 in Review

Boomfish Wealth Group increased its Lockheed Martin (LMT) stake by 0.33% in Q3 2026, buying an estimated $10.4K and bringing the position to 5,748 shares worth $2.93M. The position accounts for 1.27% of the portfolio, ranked #27.

Boomfish Wealth Group first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.28M in Q1 2026. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Boomfish Wealth Group held 5,748 shares of Lockheed Martin worth $2.93M as of Q3 2026.
Boomfish Wealth Group bought 19 Lockheed Martin shares in Q3 2026, an estimated $10.4K.
Lockheed Martin made up 1.27% of Boomfish Wealth Group's portfolio in Q3 2026, its #27 holding.
Boomfish Wealth Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
Boomfish Wealth Group's Lockheed Martin position peaked at $3.28M in Q1 2026.
1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.